How to assign leads to users in round-robin mode, in Kylas CRM?

How to assign leads to users in round-robin mode, in Kylas CRM?

This article covers the steps to be followed and the pre-requisites for assigning leads to users in a round-robin fashion, using the webhooks feature of the workflows.

Prerequisites

  1. Permissions:  Any user with create permission on Workflow Module.
  2. Product Plans: Explore, Elevate.
  3. Activities to be Completed: None

Steps

Step 1 
Login to Kylas and Navigate to the Workflow section on CRM Settings.


Step 2 
Click on the Add a Workflow button to open the template builder.


Step 3
After naming the workflow do the following actions:
  1. Choose Lead as the entity
  2. Choose Trigger as "When lead is created"
  3. Set conditions - All leads or based on some specific conditions.
  4. Choose Action as Webhook


Step 4
In the webhook creation form add the following details and save the webhook:
  1. Request Type - POST
  2. Request Url - https://jwef7a2123.execute-api.ap-south-1.amazonaws.com/default/kylasRoundRobinAssignment
  3. Parameters
    1. look_back_window - The length of past data to be checked in the number of days. The 
    2. lead_id - the id of the newly created lead. This will be auto-fetched.
    3. user_ids - The id's of users to whom the leads should be assigned in round-robin mode, in comma-separated format.
    4. api_key - The API key associated with the account.


Step 5
After step 4, Save and Activate the workflow to start the round robin-assignment.


    • Related Articles

    • How Reporting Managers Can Nudge a Goal in Kylas CRM

      In sales management, setting goals is just the beginning—the real challenge lies in ensuring they are achieved. In Kylas CRM, reporting managers have the powerful capability to “nudge” assigned goals. Nudging acts as a soft reminder or encouragement ...

    • How to setup phone number masking in Kylas?

      Phone number masking is a privacy-focused feature that hides or partially masks contact numbers of leads or customers. It helps protect sensitive data while allowing your team to perform their CRM tasks securely. Kylas CRM supports phone number ...

    • Get Help Using Sherpa – Your Kylas Virtual Assistant

      Sherpa is Kylas' built-in virtual assistant designed to guide you through CRM usage, answer queries, and help you navigate features with ease. Whether you're new to Kylas or looking for quick assistance, Sherpa is your go-to companion—right inside ...

    • How to set data sharing rules in Kylas?

      Kylas CRM provides its users with the option to collaborate on leads, contacts, deals, and tasks. Using the Sharing Rules feature in Kylas CRM, a team lead/manager can set rules to automatically share the entities created by him with a specific ...

    • How Forex Works in Kylas CRM

      In today’s global marketplace, businesses often deal with customers, vendors, and partners across different countries and currencies. To support this, Kylas CRM offers a built-in Forex (Foreign Exchange) feature that enables you to manage ...